Amazon.com Inc (AMZN)
Amazon: Why The Free Cash Flow Collapse Is The Reason To Buy
The market is selling Amazon over falling free cash flow, a $200 billion capex program, and circular AI financing, whilst I see all three as reasons to buy. Advertising generated $17.24 billion in the quarter, with software-like margins that the market still values as part of a retailer. Retail automation is a second catalyst. AWS backlog stands at $364 billion (excluding a $100B+ Anthropic deal), with diversified customers and custom silicon driving competitive advantage.
Meta and Amazon are leading a trillion-dollar Big Tech spending spree
As the cost of AI infrastructure continues to increase, Morgan Stanley says Big Tech capital expenditures are on track to hit new records.
Why I Can't Stop Buying Amazon Stock
I hit the buy button on Amazon (NASDAQ:AMZN | AMZN Price Prediction) again last week, and I plan to do it again this month.
Wall Street's Bar for Big Tech Is on the Floor, and That Could Spark the Next Rally
Max Kettner, HSBC's chief multi-asset strategist, argued on CNBC's Closing Bell Overtime on July 7, 2026, that mega-cap tech business models have “fundamentally changed in terms of taking on debt and being cash flow negative,” but the real story is that Wall Street walks into Q2 earnings expecting the worst on capex, which sets up a beat with real fuel behind it.
Is AI Running Out Of Money?
The megacap companies funding AI expansion have issued nearly $250 billion in debt this year.
Amazon Cut 16,000 Jobs While Bezos Predicts AI Will Create a Labor Shortage
On June 17, 2026, Jeff Bezos stood on a stage in Paris and told the world: “We're going to have labor scarcity.
The $6 Billion Cybersecurity Prize Tech Giants Are Circling
SentinelOne (NYSE:S | S Price Prediction) has quietly become one of the most digestible strategic assets in cybersecurity.
Top Wall Street Analyst Says AI Spending Is Delivering Real Returns: “When We Build a Data Center, It's Already Pre-Sold”
Gil Luria, Head of Technology Research at D.A.
Price Prediction: Amazon Stock Will End The Year at This Price
Our Amazon (NASDAQ:AMZN | AMZN Price Prediction) call is straightforward: the stock has room to run into year-end.
Buy, Hold, or Sell: Why Everyone Is Wrong About Amazon's Secret Bet
At $247.04, Amazon (NASDAQ:AMZN | AMZN Price Prediction) looks compelling on a risk/reward basis.
Bezos Is Raising $10 Billion for His Rocket Company, After SpaceX Made Musk A Trillionaire
Elon Musk became the world's first trillionaire this June when SpaceX went public.
Meta Platforms Jumps 6% on AI Cloud Ambitions: Can It Challenge Amazon and CoreWeave?
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) are up 6% in Friday morning trading, changing hands at $670 after Thursday's close of $631.48.
